DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
PALC

PACER FDS TR

79 institutions still hold PACER FDS TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 69374H816·79 13F holders·last filed Mar 31, 2026
Market cap
8.2%
vs prior quarter
13F value held
$130M
55.0% inst. owned
of float
Holders
79
+24 QoQ
filers reporting
Activity
+80 / −56
+778 added · −741 reduced
this quarter
Concentration
13.06%
AMERIPRISE FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

79 institutions reported PALC in Q1 2026. AMERIPRISE FINANCIAL INC leads at 13.1% of the visible book. +24 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AMERIPRISE FINANCIAL INC
CIK 0000820027
$17M329K0.00%Q1 2026
02
Lunt Capital Management, Inc.
CIK 0001608034
$14M268K5.32%Q1 2026
03
Financial Enhancement Group LLC
CIK 0001641438
$13M233K1.56%Q1 2026
04
Geneos Wealth Management Inc.
CIK 0001764754
$12M223K0.27%Q1 2026
05
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$11M206K0.01%Q1 2026
06
Centric Wealth Management
CIK 0001752761
$10M190K2.05%Q1 2026
07
LPL Financial LLC
CIK 0001403438
$9M164K0.00%Q1 2026
08
Atria Investments, Inc
CIK 0001535865
$7M133K0.08%Q1 2026
09
GOLDMAN SACHS GROUP INC
CIK 0000886982
$6M113K0.00%Q1 2026
10
Ausdal Financial Partners, Inc.
CIK 0001667146
$6M111K0.25%Q1 2026
11
Gallagher Fiduciary Advisors, LLC
CIK 0001527781
$4M84K0.17%Q1 2026
12
Mariner, LLC
CIK 0001373442
$4M74K0.00%Q1 2026
13
ENZI WEALTH
CIK 0001887441
$3M61K1.11%Q1 2026
14
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M50K0.00%Q1 2026
15
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M49K0.00%Q1 2026
16
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M44K0.00%Q1 2026
17
Burt Wealth Advisors
CIK 0001612041
$2M44K0.56%Q3 2025
18
Equitable Holdings, Inc.
CIK 0001333986
$2M43K0.01%Q1 2026
19
Creative Planning
CIK 0001540235
$2M42K0.00%Q1 2026
20
Ergawealth Advisors, Inc.
CIK 0001973209
$2M39K0.88%Q1 2026
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